See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FLOOR D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $29,326 |
Filed as: NATIONAL PROFESSIONAL PLANNING GRP Service code 13 494 SYCAMORE AVENUE SUITE 100 · SHREWSBURY, NJ 07702 | Contract Administrator | $4,407 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,238 | $81,625+17.9% | $167,512-42.5% | $74,304+29.5% |
| Participation rate | 38.3% | 60.0%-21.8pp | 77.1%-38.8pp | 60.3%-22.1pp |
| Annual return | 16.52% | 26.09%-9.6pp | 1615.79%-1599.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,702 | $2,010-15.3% | $3,882-56.1% | $2,241-24.1% |
| Participant deferral / active EE | $3,978 | $4,115-3.3% | $6,405-37.9% | $3,767+5.6% |
| Admin fee / account holder | $16,204 | $3,474+366.4% | $9,769+65.9% | $2,969+445.8% |